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Dynamo Internacional Gestao de Recursos Ltda.

SEC CIK
0001546790
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed May 30, 2025. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
6
0 vs. Q1 2024
Portfolio value
$562.5M
−$26.6M (−4.5%) vs. Q1 2024
Filed
May 30, 2025
AmendedSEC
Holdings of Dynamo Internacional Gestao de Recursos Ltda. in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUNu Holdings Ltd.ORD SHS CL A25,884,247$333.6M59.3%−2,312,690−8.2%ReducedHistory
MELIMercadolibre IncCOM90,023$147.9M26.3%−11,034−10.9%ReducedHistory
VTEXVtexSHS CL A6,124,720$44.5M7.9%−104,051−1.7%ReducedHistory
VALEVale S.A.SPONSORED ADS2,557,469$28.6M5.1%−732,014−22.3%ReducedHistory
SUZSuzano S.A.SPON ADS450,000$4.62M0.8%00.0%UnchangedHistory
RIORio Tinto PLCADR49,169$3.24M0.6%00.0%UnchangedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Dynamo Internacional Gestao de Recursos Ltda. in Q2 2024
SecurityClassPutsCalls
MELIMercadolibre IncCOM–$7.49M
RIORio Tinto PLCADR$3.08M–
Invesco QQQ Trust Series I46090E103ETF$1.68M–